Wind River going up, up, up! Message Board

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Technology Stocks : Wind River going up, up, up!

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To: Srivaths Srinivasan who wrote (1924)	9/5/1997 10:20:00 AM
From: Ramsey Su	of 10309

Srivath, just my opinion, he did not say much. I think the host, Mark Haines, and the guest host, Rogers, both have no idea what Abelman was talking about. If I had not been going to the Allen Benn school of RTOS, I would have no idea what they are talking about neither. Abelman talked about RTOS being only a $250 million market and WIND is number one with 33~% market share. He said INTS is second with (I think he said) around 18~% market share. Rogers keep saying how WIND justifies a $1B market cap. Haines asked Abelman what is most exciting for WIND. Abelman said something about telecom then switched to I2O. But frankly, this is where he lost the audience. I did not hear him mention INTEL. He did expect I2O market growth in the 40s% range and he expects WIND to be like 5% above industry. Overall, I think he needs to understand that most investors are not programmers and really need to have answers that investors can relate to. In summary, though it did not hurt to get favorably mentioned, the interview was a complete waste of valuable air time. Ramsey

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